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Disclosery

Homrich & Berg: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Homrich & Berg on IWB, newest first. How the timeline and the estimate are built.

Homrich & Berg held 18,728 IWB shares at 2021-09-30 per its 13F-HR filed 2021-12-08.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 18,728 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $4,527,000.

    13F-HR 0001172661-21-002424 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-06-30
    13F 18,727 shares
    Change vs previous 13F +2,808 shares

    0.11% of the 13F portfolio, value $4,533,000.

    13F-HR 0001172661-21-001584 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-03-31
    13F 15,919 shares
    Change vs previous 13F -155 shares

    0.09% of the 13F portfolio, value $3,563,000.

    13F-HR 0001172661-21-001353 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-12-31
    13F 16,074 shares
    Change vs previous 13F +2,149 shares

    0.1% of the 13F portfolio, value $3,405,000.

    13F-HR 0001172661-21-000801 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-09-30
    13F 13,925 shares
    Change vs previous 13F -2,088 shares

    0.09% of the 13F portfolio, value $2,606,000.

    13F-HR 0001172661-20-002087 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-06-30
    13F 16,013 shares
    Change vs previous 13F +2,833 shares

    0.11% of the 13F portfolio, value $2,749,000.

    13F-HR 0001172661-20-001674 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-03-31
    13F 13,180 shares
    Change vs previous 13F +10,727 shares

    0.11% of the 13F portfolio, value $1,865,000.

    13F-HR 0001172661-20-001163 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2019-12-31
    13F 2,453 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $438,000.

    13F-HR 0001172661-20-000445 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).